Daniel P Ebert
Investment Adviser Representative at AIRE Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel P. Ebert is an investment adviser representative with AIRE Advisors, LLC in New York, NY, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Equitable Advisors, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Vector MarketingMay 2016 – May 2018Norwalk, CT
- MowGreenMay 2018 – Aug 2018Fairfield, CT
- Northwestern MutualMay 2018 – Jan 2019Fairfield, CT
- AXA Advisors LLCJun 2019 – Jun 2020New York, NY
- Gettysburg CollegeAug 2015 – May 2019Gettysburg, PA
- Equitable Advisors, LLCJun 2019 – Aug 2022New York, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 – Dec 2025New York, NY
- Bank of America, N.A.Aug 2022 – Dec 2025New York, NY
- AIRE Advisors, LLCJan 2026 – no end date reportedBeverly Hills, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About AIRE Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.0095
- First $2,000,0000.95%
- Next $8,000,0000.65%
- Next $10,000,0000.45%
- Next $5,000,0000.25%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 12
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Beverly Hills, CA
- SEC file number:
- 801-119842
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 17, 2026
View full firm profileOther advisors at AIRE Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel P Ebert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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